+20.3%
RF vs IBB
+29.7%
-9.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.7% | +1.3% |
| 7D | +1.9% | -0.5% | +2.5% | +2.0% |
| 30D | +7.3% | +4.6% | +2.8% | +6.5% |
| 3M | -7.9% | +6.8% | -14.7% | -9.2% |
| 6M | +10.5% | +23.1% | -12.6% | +4.1% |
| YTD | +9.6% | +26.0% | -16.4% | +1.2% |
| 1Y | +20.3% | +30.4% | -10.1% | +8.9% |
| All | +20.3% | +29.7% | -9.4% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling